Tax Services
Individual Tax Preparation
Careful, thorough returns for W-2 employees, self-employed filers, and investors alike - prepared right, explained in plain terms, and filed before the deadline.
It's Not What You Earn That Counts - It's What You Actually Keep
We prepare individual income tax returns for W-2 employees, freelancers, and investors alike - accurate filings, every deduction you're entitled to, and answers you can actually follow along the way.
The deductions tax software tends to miss are exactly the ones a real advisor catches.
Core Directives
- Every legal deduction, claimed
- Comfortable with equity comp and crypto
- Handled personally, kept confidential
Ready when you are
Operational Milestones
Vault upload
You upload your W-2s, 1099s, K-1s, and receipts through our secure client portal - no email attachments needed.
Reconciliation
We check for safe-harbor provisions and credits that are easy to overlook, and compare your documents against the usual IRS red flags before we file anything.
Archiving & e-file
Once you sign off, we e-file right away, and your completed return stays archived securely in your portal for seven years.
Included Services & Outcomes
Software Doesn't Catch What a Person Does
Tax software glosses over phase-outs, passive-activity losses, and the finer deductions that an experienced preparer notices right away. If you're dealing with RSUs, ISOs, crypto, or income across multiple states, that gap can add up fast.
Questions
Individual Tax Preparation FAQ
Can you go back and fix an error on a return I already filed?
Yes - we regularly help clients review prior-year returns and file 1040X amendments. If something got missed the first time around, we'll find it and correct it.
How quickly can you turn my return around?
Once everything we need is in the portal, a completed and reviewable return typically takes us under seven business days.
Do you know your way around RSUs, ISOs, and crypto?
We do - cost basis across multiple lots, holding periods, AMT adjustments tied to ISO exercises, and reconciling exchange data for crypto are all part of the standard process.
How does pricing work?
We quote a flat fee based on how complex your return is - a simple W-2 filing is priced differently than an itemized return with investments, several Schedule Cs, multi-state income, or a stack of K-1s. Either way, you know the number before we start.
If the IRS sends me a letter later, will you help?
If it's about a return we prepared, absolutely - bring it to us and we'll help you figure out what it actually means and make sure your response and records line up.
Resources
Individual Tax Preparation insights
Talk to MK Tax & Accounting about individual tax preparation
Book your free consultation. We'll go over your situation, quote a flat fee, and show you exactly what we'd do differently.